Mission Creek Capital Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Mission Creek Capital Partners’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,923	Closed	-$311K	–	231
2024 Q4	$311K	Sell	1,923 -108	-5%	-$18.2K	0.07%	191
2024 Q3	$341K	Buy	2,031 +140	+7%	+$22.3K	0.08%	178
2024 Q2	$285K	Sell	1,891 -614	-25%	-$93.2K	0.07%	179
2024 Q1	$391K	Buy	2,505 +27	+1%	+$3.96K	0.1%	177
2023 Q4	$359K	Buy	2,478 +19	+0.8%	+$2.55K	0.09%	174
2023 Q3	$322K	Buy	2,459 +13	+0.5%	+$1.8K	0.11%	170
2023 Q2	$338K	Buy	2,446 +14	+0.6%	+$1.87K	0.11%	175
2023 Q1	$326K	Sell	2,432 -89	-4%	-$12.3K	0.11%	175
2022 Q4	$341K	Buy	+2,521	New	+$338K	0.12%	171

Other funds holding VOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Mission Creek Capital Partners's VOE Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2025, closing a stake of 1,923 shares — an estimated $311K sold.

Mission Creek Capital Partners first reported a position in VOE in Q4 2022 and held it in 9 quarters. The position peaked at $391K in Q1 2024. 1,094 funds tracked by Wall St. Rank hold VOE as of Q1 2025.

Mission Creek Capital Partners reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Mission Creek Capital Partners sold 1,923 Vanguard Mid-Cap Value ETF shares in Q1 2025, an estimated $311K.
Mission Creek Capital Partners first reported a position in Vanguard Mid-Cap Value ETF in Q4 2022 and held it in 9 quarters.
Mission Creek Capital Partners's Vanguard Mid-Cap Value ETF position peaked at $391K in Q1 2024.
1,094 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.